Philip Sessoms - Mutual of Omaha Advisor

I've worked with Phil for over four years now, and I can't say enough about the quality of his work, his passion, and his commitment to making sure his clients get everything they need to set them up for financial success. He's effective, proactive, professional, and personable. He's put a great deal of effort into finding solutions which work for me and my family, without any of the one-size-fits-all attitude which is too common in parts of the financial industry. Phil will be my go-to advisor for a long time to come. Thanks, Financial Phil!

We have worked with Phil for more than four years now, and we have not been disappointed. He begins with understanding your goals across short, mid, and long-term time horizons and then recommends a plan to meet those goals. His eye towards the use of multiple financial levers supports success across those timelines and in the face of market volatility, unexpected life events, and with flexibility towards changes in goals. A true professional with great expertise himself, Phil can also tap into a network of colleagues providing related/peripheral services, and he has a deep well of corporate resources from which to draw. His sincerity, integrity, customer-focused approach, and genuine enthusiasm for helping people have kept us happy and committed to a plan that works for us.

Phil is an excellent financial advisor. Phil worked with us to provide a clear, honest and realistic plan for our future, leaving no stone unturned. Phil has given us confidence and clarity in our financial path by bridging the gap from where we are now to where we would like to be in the future. By understanding our situation, he's given us clear action to work towards financial growth, security and retirement. The icing on the cake is that he is great to talk to- funny, calming, and very friendly. I highly recommend Phil's services to anyone regardless of where they are on their financial planning journey.

Phil is a wonderful financial advisor to work with! He took the time to determine our needs and created a unique plan that fit our family's needs for protection and retirement planning. Highly recommend Phil for anyone looking for a financial advisor who takes the time to put his clients first.

From the moment I started talking with Phil I knew we were in good hands My husband and I needed someone that could help us navigate the complicated insurance, tax and investment decisions we were facing. We've spent our lives saving without much thought to how much we needed and why. We have those answers now and we can't recommend Phil Sessoms enough.